Customizing templates in DrChrono EHR empowers providers to create personalized patient records and streamline documentation for improved medical documentation efficiency. Whether you're adjusting clinical templates or building custom medical forms, DrChrono’s tools aim for workflow optimization—saving you time and reducing the need for repetitive typing.
DrChrono’s template customization tools can be accessed through the ‘Clinical’ section of your navigation bar. Simply hover over ‘Clinical’ and select ‘Form Builder’. You’ll be taken to an interface divided into three core sections that make it easy to build or modify templates:
These tools work together to simplify your EHR template editing. As you fill in the form during an appointment, DrChrono automatically generates a clinical note from the data entered—leaving you with a fully completed note by the end of the visit.
Customizing templates isn’t just about aesthetics—it’s about making your documentation smarter. By organizing your form into quick-access components like buttons and checkboxes, you cut down on repetitive typing and reduce the chance of errors. The end result? A more intuitive, consistent, and efficient workflow.
Forms also go beyond charting. You can use them to tailor patient onboarding questions, which patients can fill out in advance of their appointment or during check-in at your office using DrChrono kiosk mode. This ensures you capture accurate information early and keep things moving smoothly.
If you're new to DrChrono, you won’t be starting from scratch. As part of the implementation process included with all paid accounts, the DrChrono team helps build your initial templates based on your practice’s needs. These foundational forms ensure you're up and running with tools that reflect how you already work.
Once you're comfortable, you can continue to refine or expand your templates using the ‘Form Builder’. Whether you're updating existing forms or designing new ones from the ground up, you have full control over how your documentation system evolves.
Templates should adapt to your style—not the other way around. Whether you’re simplifying charting or personalizing patient intake, customizing your forms in DrChrono gives you control over daily practice operations. Start with what works, tweak what doesn’t, and build something that actually supports the